Guru Ownership Over Time
| Portfolio Manager | % of portfolio | Activity | Shares | Value | Peroid | 
|---|---|---|---|---|---|
| 3.22% | Reduce -2.3% | 719,318 | $252.67 M | 2025 Q3 | |
| 0.19% | Add 28.0% | 316,532 | $97.54 M | 2025 Q2 | |
| 0.27% | Add 1.1% | 308,191 | $94.97 M | 2025 Q2 | |
| 0.23% | Reduce -4.1% | 122,734 | $37.82 M | 2025 Q2 | |
| 0.06% | New Buy | 93,622 | $28.85 M | 2025 Q2 | |
| 0.04% | Add 9.9% | 14,655 | $4.52 M | 2025 Q2 | 
                                        
                                        Loading...
                                    
                                Failed to load data. Please try again.
                                Showing 1 to 6 of 6 entries
                            
                            | Period | Portfolio Manager | Activity | Share change | % change to portfolio | 
|---|
                                        
                                        Loading...
                                    
                                | Period | Portfolio Manager | Activity | Share change | % change to portfolio | 
|---|
                                        
                                        Loading...
                                    
                                Failed to load data. Please try again.
| Period | Portfolio Manager | Activity | Share change | % change to portfolio | 
|---|
                                        
                                        Loading...
                                    
                                Failed to load data. Please try again.
Key Holders
Top 5 by Value
                                            
                                            $252.67 M
                                        
                                        
                                            
                                            $97.54 M
                                        
                                        
                                            
                                            $94.97 M
                                        
                                        
                                            
                                            $37.82 M
                                        
                                        
                                            
                                            $28.85 M
                                        
                            Top 5 by Conviction
                                            
                                            0.27%
                                        
                                        
                                            
                                            0.23%
                                        
                                        
                                            
                                            0.19%
                                        
                                        
                                            
                                            0.06%
                                        
                            Recent Activity Breakdown(2025 Q2)
+$82.87 M
                                Total Buy Value
                                
                                        New Buys:
                                        1
                                    
                                    
                                        Additions:
                                        4
                                    
                                -$311.49 M
                                Total Sell Value
                                
                                        Reductions:
                                        1
                                    
                                    
                                        Sold Out:
                                        1
                                    
                                Guru Consensus (2025 Q2)
Based on recent guru activity
                        Net Sellers
                                2
                            Net Buyers
                                5
                             
                                                         
                                                         
                                                         
                                                         
                                                        